We are removing GALP from our ODDO BHF European Large Caps list. The stock has chalked up a performance of +31.3% since its inclusion in the list on 20 March. Our analyst is adopting today a Neutral recommendation (vs Outperform) on the stock. - ...
Rdos. 1T'24 vs 1T'23: M. Intereses: 3.825 M euros (-4,7% vs -3,7% BS(e) y -4,2% consenso); M. Bruto: 5.583 M euros (+0,3% vs -2,4% BS(e) y -2,3% consenso); M. Neto: 2.551 M euros (+2,2% vs -6,7% BS(e) y -6,2% consenso); BDI: 1.578 M euros (-0,8% vs -9,5% BS(e) y -11,2% consenso). Rdos. 1T'24 vs 4T'23: M. Intereses: 3.825 M euros (-1,3% vs -0,3% BS(e) y -0,8% consenso); M. Bruto: 5.583 M euros (+3,2% vs +0,5% BS(e) y +0,5% consenso); M. Neto: 2.551 M euros (+9,4% vs -0,2% BS(e) y +0,4% consenso);...
NEWS SUMMARY: AENA, ARCELORMITTAL, METROVACESA, REDEIA. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’24 results to be released over the coming days in Spain. Ibex falls back below 11,000 points European stock markets posted losses ahead of the Fed meeting, where the IBEX was once again the worst performer. Within the STOXX 600 sectors, the biggest gains came in Real Esta...
>Solid Q1 results, in line with our estimates… - Aena´s Q1 2024 results were in line with our estimates: revenue and EBITDA were +1.2% and +1.4%, ahead of our estimates, respectively, with the Spanish network +1.8% and +3.1% above (or € 18m and € 16m). The positive note of the results, in our view, came from the good Opex management at the Spanish network as, despite the continued upward trend already anticipated by the company, Opex grew below the traffic growth in ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, ARCELORMITTAL, METROVACESA, REDEIA. EUROPA: AIRBUS, ING. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’24 que se publicarán en España y Europa en los próximos días. El Ibex pierde otra vez los 11.000 puntos Jornada de caídas en las bolsas europeas previo a la reunión de la Fed donde el Ibex volvió...
1Q'24 vs. 1Q'23 Results Sales: € 994.43 M (-23.1% vs. -23.0% BS(e) and -23.5% consensus); EBITDA: € 339.29 M (+6.0% vs. +1.4% BS(e) and +0.9% consensus); EBIT: € 290.3 M (+6.3% vs. +5.6% BS(e) and -5.1% consensus); Net Profit: € 25.45 M (-17.9% vs. +18.3% BS(e) and -6.5% consensus);
Rdos. 1T'24 vs 1T'23: Ventas: 994,43 M euros (-23,1% vs -23,0% BS(e) y -23,5% consenso); EBITDA: 339,29 M euros (+6,0% vs +1,4% BS(e) y +0,9% consenso); EBIT: 290,3 M euros (+6,3% vs +5,6% BS(e) y -5,1% consenso); BDI: 25,45 M euros (-17,9% vs +18,3% BS(e) y -6,5% consenso).
NEWS SUMMARY: BBVA, CAF, IAG, NATURGY, TELEFÓNICA, UNICAJA. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’24 results to be released over the coming days in Spain. The Ibex hits new annual highs Friday’s gains, driven by the good earnings season on both sides of the Atlantic and some widening in sovereign yields led stock exchanges to end in positive territory, particul...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: BBVA, CAF, IAG, NATURGY, TELEFÓNICA, UNICAJA. EUROPA: PHILIPS. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’24 que se publicarán en España y Europa en los próximos días. El Ibex logra nuevos máximos de 2024 Los avances del viernes, impulsados por la buena campaña de resultados a ambos lados del Atlánti...
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; target price of A$1.00 per share: Important step to unlock Sicily – The Italian ministry has informed ADX that it will be granted the d 363C.R-.AX gas exploration permit in the Sicily Channel. In addition, the Regional Administrative Court of Rome has annulled the Plan for the Sustainable Energy Transition of Eligible Areas that prevented the oil redevelopment, appraisal and exploration activities on the licence. ...
NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, CAF, CELLNEX, FERROVIAL, IBERDROLA, ROVI. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’24 results to be released over the coming days in Spain. Results and macro data drag down stock markets After three straight days of gains, the business results and the macro data in the US led to stock market losses on both sides of the Atlanti...
Having flirted with the 495-point mark on Friday, which could have triggered an extension of the correction, the market has rebounded well since then. Our technical analysis highlights a configuration in which we are only at the start of a powerful rally. Target of 622 points for Stoxx 600 index (+11%) by the end of the year confirmed. Prefer banks to insurance companies in the short term. - ...
Après avoir frôlé vendredi la barre des 495 points qui aurait pu déclencher la poursuite de la correction, le marché a ensuite bien rebondi. Notre analyse technique met en lumière une configuration où nous ne serions qu’au début d’un rallye puissant. Objectif 622 points (+11%) d’ici à la fin de l’année confirmé sur le Stoxx 600. Préférer les banques aux assurances à court terme. - ...
>Operating profit 9% ahead of expectations, net profit in line - ENI has reported its Q1 2024 results, with adjusted operating profit of € 3bn, up 9% QoQ and 9% above the consensus. Adjusted net profit was € 1.58bn, 1% above the consensus. The group has made a number of changes to its reporting to include joint ventures in operating profit.Solid production in E&P, GGP could surprise favourably once again - In E&P, adjusted EBIT came in 2% below consen...
>Résultat opérationnel 9% supérieur aux attentes, RN en ligne - ENI a publié ses résultats T1 2024 avec un RO ajusté à 3 Md€, en hausse de 9% QoQ et 9% supérieur au consensus. Le résultat net ajusté ressort à 1.58 Md€, 1% supérieur au consensus. De plus le groupe a apporté quelques changements à son reporting pour désormais inclure les JV dans le résultat opérationnel.Une production solide en E&P, le GGP pourrait surprendre favorablement une nouvelle fo...
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